Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cook is a financial advisor who has been in the industry since 2001. Jason is a Registered Representative of Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Jason specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. He has worked with clients across a variety of needs, including retirement planning, college savings, and estate planning. Jason is a Certified Financial Planner™ professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
09/14/2009 - Present
Berthel, Fisher & Co. Financial Services, Inc. (GRAHAM NC)
NC
01/05/2005 - 01/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAHAM NC)
IA
03/07/2001 - 01/13/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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